Introducing Pulse Symphony, everything you need to manage portfolios of any size. Fully hosted, fully supported and all in one place, Pulse Symphony provides complete wealth and investment functionality in a single, flexible system.
Pulse is appropriate for every area of your business and makes it easier to manage the data and processes you need to meet your compliance requirements, improve business processes, sales reporting, client liaison and service delivery.
Saranac Partners tell us how technology helps meet the needs of the high net worth.
Sian Gulliver | 4 min read